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川寧生物(301301.SZ):目前國內醫藥反腐對公司暫無重大影響
格隆匯 10-25 14:57

格隆匯10月25日丨川寧生物(301301.SZ)於2023年10月24日召開業績交流會,就“目前反腐等政策變化的趨勢下未來基礎廣譜抗生素的需求變化?”,公司回覆稱,公司產品下游客户主要為上市公司、國有企業或大型醫藥企業,不涉及終端藥品的銷售,所以目前國內醫藥反腐對公司暫無重大影響。此外,抗生素類藥品價格相對其他醫療品類較低,醫療反腐對公司下游客户的影響甚微。目前抗生素行業仍然保有每年4%的需求量增速,目前行業並沒有新的進入者,業內存量企業將會持續受益。

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